Client Success Associate – Financial Services

00015 Ameriprise Financial Services, LLC.; Clearwater (FL); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to join the operations team. The role supports advisors by servicing clients, preparing financial plans, and processing transactions, while also providing branch support and administrative assistance.

The position emphasizes in-office collaboration, with four days in the office per week and one day remote, and involves diverse duties from client meetings to event coordination and data management.

Qualifications

• Associate degree or equivalent required.
• 3–5 years relevant client service experience.
• Experience in a client-service environment with strong attention to detail.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Schedule meetings, enter data, and prepare meeting agendas and summaries.
• Coordinate new business paperwork, signatures, and home office submissions.
• Support marketing events with compliant documentation and reimbursements.
• Handle general administrative duties and client communications.

Skills

Client service

Communication

Multitasking

Analytical skills

Time management

Teamwork

Computer skills

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office

CRM software

Job description

Ameriprise Financial is seeking a Client Service Associate to join the operations team. The role supports advisors by servicing clients, preparing financial plans, and processing transactions, while also providing branch support and administrative assistance.

The position emphasizes in-office collaboration, with four days in the office per week and one day remote, and involves diverse duties from client meetings to event coordination and data management.